Terms of Service

Last Updated: May 2026

1. Services Offered

Matt25 Capital, affiliated with Commonwealth Financial Network® (Member FINRA/SIPC), provides: comprehensive financial planning, retirement income planning, asset management, tax planning, estate planning, and Social Security optimization.

2. Nature of Advisory Relationship

We are a fee-based financial advisor. We do not earn commissions. Details are in our Form ADV Part 2, available at adviserinfo.sec.gov.

3. No Personalized Advice on Website

This website provides educational information only. It does not constitute investment advice. Personalized advice only after formal engagement and signed Client Agreement.

4. Investment Risks

All investments involve risk. Securities may decline in value. Past performance does not guarantee future results. You may lose principal.

5. Limitation of Liability

We are not liable for: website downtime, technical errors, unauthorized access, damages from following/not following website content, or third-party actions. Liability is limited by Commonwealth and FINRA regulations.

6. Intellectual Property

All content on matt25capital.com is our property. You may view for personal use only. No reproduction or distribution without permission.

7. User Conduct

You agree not to: violate laws, transmit malware, gain unauthorized access, interfere with systems, harvest data, impersonate others, harass, defraud, or use for illegal purposes.

8. Disclaimers

Nothing on this website constitutes investment advice, a recommendation, or offer to sell/buy securities. This website does not provide personalized guidance. Not all services available in all jurisdictions.

9. Third-Party Links

We are not responsible for external websites or third-party content. Review their privacy policies and terms before providing information.

10. Data and Privacy

Your use is governed by our Privacy Policy.

11. Governing Law

These Terms are governed by Texas law. Disputes may be subject to FINRA arbitration per your Client Agreement.

12. Contact

Matt25 Capital
9595 Six Pines Dr, Level 2, Suite 8210
The Woodlands, TX 77380
Phone: (832) 743-6429
Email: Will@matt25capital.com

13. FINRA/SEC Compliance

We comply with FINRA Rules 2210, 2211, 2212 and SEC Regulation IA. BrokerCheck: brokercheck.finra.org.

By accessing and using matt25capital.com, you acknowledge you have read, understood, and agree to these Terms of Service and our Privacy Policy.